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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.31B
Puts
$4.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
451
Norinchukin Bank
Japan
$11M
MFG
452
Merit Financial Group
Georgia
$11M
TCBWMS
453
Texas Capital Bank Wealth Management Services
Texas
$11M
TSW
454
Thompson Siegel & Walmsley
Virginia
$10.9M
Verition Fund Management
455
Verition Fund Management
Connecticut
$10.9M
SAM
456
Socorro Asset Management
Texas
$10.7M
JWBC
457
J.W. Burns & Co
New York
$10.7M
LA
458
LBP AM
France
$10.6M
MA
459
Montag & Associates
Georgia
$10.6M
PAS
460
Park Avenue Securities
New York
$10.4M
OC
461
Oppenheimer & Co
New York
$10.4M
VVP
462
Venture Visionary Partners
Ohio
$10.4M
LGF
463
LGT Group Foundation
Liechtenstein
$10.3M
AFG
464
Albion Financial Group
Utah
$10.3M
SF
465
Synovus Financial
Georgia
$10.3M
LIP
466
Liontrust Investment Partners
United Kingdom
$10.2M
HVIA
467
Hudson Valley Investment Advisors
New York
$10.2M
LSERS
468
Louisiana State Employees Retirement System
Louisiana
$10.1M
RBI
469
Raiffeisen Bank International
Austria
$10.1M
ZIM
470
Zacks Investment Management
Illinois
$9.98M
GI
471
GLOBALT Investments
Georgia
$9.97M
IMCOOI
472
Investment Management Corp of Ontario (IMCO)
Canada
$9.93M
EF
473
Empirical Finance
Pennsylvania
$9.89M
AWM
474
Axxcess Wealth Management
California
$9.86M
CAU
475
Caxton Associates (UK)
$9.8M